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Marybeth Petrell

RS PETRELL & ASSOCIATES, LLC·DEWITT, New York
Unclaimed Profile
5784 WIDEWATERS PARKWAY, DEWITT, NY 13214CRD# 1790420Firm CRD# 143462
01

About

Marybeth Petrell is a registered financial advisor based in DEWITT, New York, affiliated with RS PETRELL & ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
RS PETRELL & ASSOCIATES, LLC
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS
AUM
$125M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at RS PETRELL & ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1790420
Firm CRD# 143462
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marybeth Petrell offer?
Marybeth Petrell specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DEWITT, New York for a consultation.
What are Marybeth Petrell's credentials?
Marybeth Petrell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marybeth Petrell located?
Marybeth Petrell is based in DEWITT, New York, working with RS PETRELL & ASSOCIATES, LLC. Their office serves clients in the DEWITT metropolitan area and surrounding communities.
How does Marybeth Petrell charge for services?
Marybeth Petrell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RS PETRELL & ASSOCIATES, LLC?
RS PETRELL & ASSOCIATES, LLC has approximately 3 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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